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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$21.45
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets51.96M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
SMLKX vs VSMAX Comparison Chart in %
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SMLKX vs. VSMAX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMLKX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SMLKX (52M). VSMAX pays higher dividends than SMLKX: VSMAX (1.31) vs SMLKX (0.50). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (25 years). SMLKX (1.41) is less costly to investors than VSMAX (0.05). SMLKX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (13.00). SMLKX has a lower initial minimum investment than VSMAX: SMLKX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. SMLKX (-2.08). VSMAX return over 5 years is better than : 66.80 vs. SMLKX (20.17).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | 1.41 | 0.05 | 2,820% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.285 | 6.527 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52M | 161B | 0% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | -2.08 | 13.64 | -15% |
| Returns for 3 years | 5.57 | 39.35 | 14% |
| Returns for 5 years | 20.17 | 66.80 | 30% |
| Returns for 10 years | 9.81 | 132.90 | 7% |
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